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Private Wealth Asset Management’s BP BP Stock Holding History

Private Wealth Asset Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.1K Sell
1,709
-550
-24% -$24.1K 0.01% 397
2026
Q1 		$106K Buy
2,259
+550
+32% +$21.5K 0.01% 323
2025
Q4 		$59.4K Hold
1,709
– – 0.01% 399
2025
Q3 		$58.9K Sell
1,709
-4,514
-73% -$151K 0.01% 367
2025
Q2 		$186K Hold
6,223
– – 0.02% 240
2025
Q1 		$210K Buy
+6,223
New +$203K 0.03% 224

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Private Wealth Asset Management's BP Position: Q2 2026 in Review

Private Wealth Asset Management reduced its BP (BP) stake by 24% in Q2 2026, selling an estimated $24.1K and leaving 1,709 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #397.

Private Wealth Asset Management first reported a position in BP in Q1 2025 and has held it in 6 quarters since. The position peaked at $210K in Q1 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Private Wealth Asset Management held 1,709 shares of BP worth $63.1K as of Q2 2026.
  • Private Wealth Asset Management sold 550 BP shares in Q2 2026, an estimated $24.1K.
  • BP made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #397 holding.
  • Private Wealth Asset Management first reported a position in BP in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's BP position peaked at $210K in Q1 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.